First Up CRM

All-In-One Platform For Lead Management, Marketing & Beyond

Because Your Leads Can't Wait

...AUTOMATE!

How much would it cost you to lose one job per month?

Take a 20 second survey & get one month free!

Improve Response Time, Customer Experiences, & Operations

Running a service business means juggling emergency calls, customer expectations, technician schedules, and fleets, not to mention administrative tasks, sales, and marketing.

First Up CRM simplifies these challenges!

With one platform, we can customize a solution for you to improve:

Customer service

Team and customer communications

Scheduling

Reputation management

Advertising and marketing

Estimates, contracts, and payments

And more

Get one month free!

Offer expires soon.

First Name *

Organization *

Phone *

Email *

Average Income Per Job *

Lost Income Per Year:

That's just missing one job per month. Did you know that service businesses miss an average of 27% of their phone calls?

That means that, if 100 people call you per month, you're potentially missing 27 jobs per month or 324 per year.

Potential Income Lost Per Year

***If you're not getting 100 calls per month, let's talk about your marketing!***

There's more. Do you provide mainly routine services or one-time projects?

Routine

One-Time

On average, a service industry customer will remain loyal for 3-5 years. That's a potential loss of 1,620 jobs IF those customers only place one service call per year.

Let's do the math.

Service Calls Per Year

Potential Lifetime Income Lost:

According to most industry standards, the average referral rate for a service business is around 2-3% globally, meaning that roughly 2-3% of your customers will actively refer others to your business.

Missed Referrals

Based on 324 missed customers per year * 2.5%.

Missed Referral Income

Based on just one job per year, per referral. Now multiply that by the average number of service calls per customer per year.

We can help you capture every lead, increase referrals, and keep those customers coming back.

Do You Want A Free Demo? *

Yes, I want to increase my revenue.

No, I'll keep losing money.

I consent to receive SMS notifications, alerts & occasional marketing communication from . Message frequency varies. Message & data rates may apply. Text HELP to for assistance. You can reply STOP to unsubscribe at any time.

What Is First Up CRM?

Built on the powerful HighLevel platform, First Up is a fully customizable, mobile CRM with a complete suite of marketing tools, contracts, invoicing, payments, eCommerce, and more—all in one place.

Whether you're overwhelmed with a backlog or ready to grow your business, First Up helps you automate and streamline your marketing, sales, and operations.

With seamless integrations, including QuickBooks, you can sync workflows across your business reducing manual work and boosting efficiency.

Want to spend less time on admin and more time doing what you love? Let's get started today!Sub-Headline

Why Did We Choose HighLevel?

HighLevel is a robust platform built by marketers, for marketers. We saw tremendous success using if for our clients. And now, using HighLevel, we have developed workflows and more to enable any small business, including service businesses, to streamline many aspects of their business.

HighLevel boasts a 4.6 rating on G2 and 4.9 on TrustPilot.

Request A Demo

What do you want to do when you get home from work?

Paperwork...said no one ever.

Let's talk about how we can automate and eliminate, and free up your precious time.

If you are running paid ads or posting on social media without a CRM in place, you could be losing leads and money. Never miss a lead with First Up CRM!

What Can First Up Automate?

The list is long, but here are the highlights. Imagine what you could accomplish if the following processes were streamlined, consolidated, and automated!

Lead gathering and nurturing

Missed-call management

Appointment booking and communication

On-my-way SMS messages

Service delay reporting and messaging

Follow-up communications

Request and respond to reviews

Request and manage referrals

Win-back campaigns

Chat, SMS, and social media message responses

Contracts and billing

And more

Discover Our Strategist's Favorite Features

After implementing this CRM for one client and watching his leads and sales grow, while the cost per conversion went down, I knew I had to make it available to all of my clients.

I'm close to refusing to manage paid ads without implementing First Up CRM. It makes that big of a difference in the return on investment. That's important to me!

~Denise Mistich, Marketing Strategist

Consolidated Inbox

All customer communications across email, SMS, social media, WhatsApp, and chat widget appear in one place.
Automatically links conversations to customer profiles for better context.
Respond, schedule follow-ups, book appointments, trigger workflows, and more directly from the inbox.

Lead Generation & Response

Gather leads from paid ads, social media, landing pages, SMS, phone, webchat into one system.
Notify your team immediately when a potential customer engages.
Automate immediate responses to let your leads know you care.
Respond personally at any time, from any place with our mobile app.
Boost ROI on ad spend.

Other Popular Features

Raise Awareness

A strong online reputation attracts new customers and builds trust. First Up CRM helps you manage and enhance your online presence.

Reputation management

Integrated GMB and social profiles

Paid Advertising

Social Media

Affiliate Manager

Website and landing pages

Funnels

Encourage A Decision

First Up CRM is designed to turn leads into customers rapidly which is vital in the service industry.

Email and SMS marketing

Automated lead nurturing system

Two-way text & email

Forms, surveys, and chat widget

Missed call text back

Online booking calendar

Online purchasing

Manage Action

We simplify coordination of customers, technicians, and resources while streamlining administrative processes.

Tasks and reminders

Pipeline and opportunities

Mobile app that goes with your team

Sign contracts, send invoices, and accept payments

Mobile POS

Tracking and analytics

How Do We Implement First Up CRM?

Our onboarding packages are designed to streamline the setup and implementation of each account. With expert guidance at every step, we can configure and customize the CRM to meet your unique needs, helping you leverage powerful tools that drive client satisfaction and operational success.

Customized CRM Setup: Tailor your CRM dashboard layout and features to align with your specific goals.

Seamless Data Migration: Easily transfer and organize your existing client data without disruptions, saving time and preserving valuable information.

Automated Workflows: Set up automated workflows that simplify repetitive tasks, so you can focus on growing client relationships and delivering results.

Ongoing Support and Training: Provide expert support and training sessions to ensure your team is fully equipped to maximize the CRM’s capabilities.

Want More?

Combine the power of First Up Marketing's Business Builder, our most popular CRM subscription, and our Rapid Growth Plan! The results...phenomenal.

First Up's Rapid Growth Plan

We are experienced marketers and we know how to do the heavy lifting for you. Here are just some of the things we do to help our clients succeed while they focus on growing their business.

Develop a marketing strategy
Build a winning online presence
SEO
Implement the Business Builder or custom CRM subscription
Document sales SOP
Build your first funnel
Assist with integrations
Establish workflow automations
Manage email and SMS campaigns
Develop online calendar with automated follow-up
Manage websites, landing pages, and funnels
Manage social media
Manage your online reputation
Develop automated win-back campaigns
Manage paid advertising campaigns
Provide training for maximum ROI
Monitor for best results

Introducing The Business Builder

Let us use the ultimate strategy and platform to capture leads, supercharge engagement, drive conversions, and seal the deal for you.

Book A Demo

Turn Leads Into Customers--

and Customers Into Loyal Promoters!

Suggested Service Levels Starting at $99 Per Month

Services are scalable. Ask for your custom plan!

Basic CRM

Up to 5 users
Unlimited contacts
Reputation management
Integrated GMB and social profiles
Forms, surveys, and chat widget
Social media management
Email and SMS marketing
Two-way text & email
Missed call text back
Online booking calendar
All-in-one inbox

Power Tools Plus

Everything In Builder PLUS

Unlimited users
Booking calendar with automated follow-up
Pipeline & opportunities
Websites and funnels (templates)
Automation templates for funnel and lead nurture
Automated follow-up reminders
Mobile app
Tracking and analytics
Call Connect (for missed calls)

Business Builder

Everything In Basic PLUS

Email templates added monthly
Managed funnel or landing page (up to 2 hours)
Online products / purchasing
Sign contracts, send invoices, and accept payment
Mobile POS
Affiliate Manager
One hour of team training per month

A Minimum Setup Fee Of $125 Is Required.

Additional Setup Packages Are Available.

Training is included with Setup packages.

Additional minimal charges for mass email, phone, SMS, AI, and dedicated IP.

Let's Get Started Today!

Frequently Asked Questions

What is CRM software, and how does it work?

CRM (Customer Relationship Management) software helps businesses manage customer interactions, track leads, and store customer data to improve relationships and increase sales.

How does the missed-call text-back feature work?

When a customer calls and you can’t answer, First Up CRM automatically sends a text message to keep the conversation going and capture the lead. We also notify your designated team member.

Can First Up CRM help with customer updates?

Yes! Automatically update your customers on scheduling changes. Use the “on-my-way” messaging feature to keep customers informed and enhance their experience.

Is it easy to track my business performance?

Absolutely. First Up CRM provides real-time dashboards to monitor leads, campaigns, and key performance metrics at a glance.

Does First Up CRM integrate with other tools?

Yes! First Up CRM connects seamlessly with popular platforms like Google, Facebook, QuickBooks, and more to streamline your workflow. Using apps like Zapier, we can connect with a wide variety of systems to move your data where you need it to go automatically.

About Us

First Up Marketing Services is a network of professionals, established over 15 years ago. We have over 40 years of experience combined. That experience has given us the skills and knowledge to help you reach your goals using a winning strategy and wide range of tools and services.

We have always put our customers and their ROI first because their success is our success. It's a principle we plan to abide by.